Estate & TaxPensions & Retirement

Planning a move abroad?

Undertaking what is required takes a great deal of thoughtful consideration You’ve always dreamed about living abroad, but how do you make that a reality? The first practical step is to think about where you are in your life and weigh up which options are available to you. Factors like your age, financial situation and skill set will come into…
Jen Paice
August 13, 2020
Estate & Tax

My true love gave to me… 12 tips for tax efficient gifting

Reading time: 5 minutes > As it’s the season of gifting,  we decided to take a look at Inheritance Tax (IHT), which can take a big bite out of your wealth when making larger lifetime gifts or when leaving an inheritance to your loved ones on death. Unlike the Christmas jumper that’s not the right colour or fit,  there’s rarely…
Jen Paice
December 18, 2019
Estate & Tax

Taxing times ahead

Don’t be penalised by the tax system when you exercise your freedoms. The ‘pension freedom’ reforms of 2015 were welcomed by consumers, as they vastly widened options available to most savers at retirement. Pension freedoms allow savers to have the flexibility on how and when to spend their money without being penalised by the tax system, but it is worrying…
Jen Paice
October 10, 2019

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